2H25收入增势有望延续，利润率改善趋势有望延续 虽下半年进入饮料销售旺季市场竞争有所加剧，该行认为公司整体动销态势较为稳健，同时叠加焕神、 无糖茶、电解质水等新品表现亮眼，公司亦积极推动一元乐享等加强消费者沟通的促销方式，该行预计 下半年公司饮料增长势头有望延续，食品板块各产品亦保持较好增速态势，该行预计下半年将维持。利 润率端，该行预计下半年毛利率延续提升趋势，同时公司亦注重产品结构提升及稼动率，费用投入根据 市场竞争状态动态调整，但公司将持续致力于提升费用使用效率，该行预计下半年利润率持续提升，全 年公司利润有望实现高增。 2Q25公司饮料业务因逐渐步入旺季市场竞争激烈，该行预计饮料收入增速放缓，分品类看该行预计冰 红茶主要承压，主要受竞争对手均开始布局冰红茶类似含糖茶品类致竞争加剧影响，而统一绿茶、奶茶 延续健康增长趋势，该行预计整体1H25饮料业务收入同比实现中高个位数增长。食品方面，该行预计 2Q实现中高个位数增长，整体表现稳健延续1Q趋势，其中汤达人增速自1Q转正以来继续维持正增长， 茄皇表现持续亮眼，红烧牛肉面及老坛酸菜延续Q1发展趋势。整体看，该行预计公司1H25收入同比高 个位数增长，饮料 ...

1 将所有馅料的材料一起拌匀, 备用。 2 准备花式调理面团3个, 每个 100克。 本食谱摘选自 《面包大全》 制作过程 3 将面团龄开。 4 放入咖喱馅。 7 以温度30℃、湿度75%,发酵 40分钟。 8 发酵好后,在表面刷上蛋液。 5 再接着将面团左右对折, 接 口朝上。 6 再从两边对折,将馅包紧。 月度好文： 1、 海底捞面包开业了！个位数的性价比，要靠"穷鬼友好面包"再圈一波粉？ 10、 【日本探店】现象级面包店AMAM Dacotan！一位天才"料理师"开创了烘焙全新赛道 烘焙职人专访： |行业前辈： 史见孟 | 庄鸿铭 | 吴武宪 | 林育玮 | 林永志 | 曹继桐 | 干文华 | 黎国雄 | 陈聪敏 |比赛冠军： 蔡叶昭 | 龚鑫 | 林业强 | 于鹏 | 张政海 | 鲁胚枝 | 冯英杰 | 吕浩然 | 王记 | 周振山 | 田孝清 | 于鹏 | 李骏飞 | 刘欣茹 | 武子靖 | 张佳辉 2、 144小时中国游，蜂拥而来的歪果仁最爱吃的面包竟然是这个... 3、 【独家专访】靠一只"黑麦小鸟圈"，这家苏州面包店飞出了烘焙圈！ 4、 10万家烘焙店闭店潮下，那些持续盈利的店铺做对了什么？我 ...

Group 1 - The opening of Haidilao's bakery is expected to attract a new wave of customers with its competitive pricing strategy [24] - A significant trend is observed with foreign tourists favoring a specific type of bread during their 144-hour stay in China [24] - An exclusive interview reveals how a bakery in Suzhou gained popularity through a unique product, the "rye little bird" [24] Group 2 - The closure of 100,000 bakeries has raised questions about what successful shops are doing right to remain profitable [24] - The competition regarding ingredient labels is intensifying following the discontinuation of sodium dehydroacetate [24] - A comprehensive analysis of the overnight refrigeration method highlights its advantages for bakers seeking time efficiency [24] Group 3 - Mastering frozen baking techniques can significantly enhance efficiency and revenue for bakeries [24] - The secret behind the softness of yogurt toast after three days is revealed, showcasing why bakers prefer using yogurt [24] - Insights from Lin Yuwei on maintaining the softness of toast for four days provide valuable tips for bakers [24] Group 4 - A report on the phenomenon of the Japanese bakery AMAM Dacotan introduces a genius "culinary artist" who is pioneering a new baking path [24]

New Consumption Overview - Master Kong launched a premium product, "Chao Lu Beef Noodle," specifically for Sam's Club, featuring over 60g of ingredients including beef tripe, tendon, and shank, cooked for over 12 hours [4] - Team Wang Design collaborated with Pharrell Williams' Billionaire Boys Club to release a new series called "SPARKLES - Life is a Race," with an immersive pop-up space planned in Fabula Paris [4] - Vans introduced a high-end line called OTW by Vans, featuring modern interpretations of classic shoe models [4] Dairy and Beverage Innovations - Haihe Dairy launched "Tianjin Sesame Sauce Yogurt," made with over 80% fresh milk and featuring local sesame and peanut sauce [7] - Lotte Chilsung introduced an innovative "Crush All-Open Can" beer, which allows the entire lid to be opened [8] Corporate Developments - General Mills is considering selling its Haagen-Dazs stores in China due to sales challenges in the market [8] - Feihe Dairy and Lihigh Foods established a joint venture named "Heli (Inner Mongolia) Dairy Co., Ltd." with a registered capital of 25 million RMB [8] - Jiamei Packaging and Lemon Republic formed a new company, "Yingtan Jialing Beverage Co., Ltd.," to innovate and produce healthy drinks [11] Financial Updates - IF Coconut Water's parent company, IFBH, passed the Hong Kong Stock Exchange listing hearing, reporting revenues of $87.44 million and $158 million for 2023 and 2024, respectively, with net profits of $16.75 million and $33.32 million, both showing over 80% year-on-year growth [11] - Dôen, a California women's clothing brand, completed a Series A funding round led by Silas Capital to accelerate retail expansion and infrastructure development [11] Strategic Partnerships - Lao Xiang Ji and DingTalk signed a strategic cooperation agreement to develop smart restaurants utilizing AI technology [12] - Louis Vuitton became an official partner of Real Madrid, enhancing its influence in global sports culture [12] - Nike postponed the launch of its collaboration with Skims, a shapewear brand owned by Kim Kardashian [12] - Oakley announced a partnership with Meta to develop smart glasses aimed at athletes [12] - Novo Nordisk and Alibaba Health formed a strategic partnership to create a one-stop weight management knowledge and service platform [12]

乐山市委常委会召开（扩大）会议，传达学习省委十二届七次全会精神，研究贯彻落实意见。会议 强调，要研究谋划推进乐山文旅深度融合发展的思路举措，回答好乐山作为文旅大市，"大的样子"该怎 样树起来、"大的担当"该怎样扛起来、"大的作为"该怎样干出来"三道必答题"。要在文旅深度融合上下 功夫，加强文化遗产保护传承和活化利用，推动地方特色文化创造性转化、创新性发展，努力走出一条 彰显人民性、体现时代感、具有国际范的文旅深度融合发展新路子。要在文旅业态创新上下功夫，大力 发展文化创意、演艺赛事、特色美食、康养旅居等文旅产业，加快构建具有乐山特色和优势的文旅产业 体系。要在文旅生态重塑上下功夫，以城市更新为抓手打造"主客共享"文旅新空间，完善以游客为中心 的文旅服务体系，大力发展入境旅游，加快建设国际旅游城市，打造享誉全球的世界重要旅游目的地。 宜宾市委常委会召开会议，专题传达学习省委十二届七次全会精神，研究贯彻落实意见。会议指 出，全会明确支持包括宜宾在内的七个城市建设国际旅游城市，是对宜宾文旅发展的新勉励，为宜宾文 旅发展指明了方向。宜宾要紧扣这一新定位，系统开展研究部署，扎实推进各项工作落地见效。要从以 景城相融思路 ...

南方人第一次在吴忠吃早茶，大概率会被硬控一整天。 丰盛的吴忠早茶。（图/小红书截图） 当地人常说"游在宁夏，吃在吴忠"。只为一口吃的，不少宁夏人会搭高铁过去吴忠，吃完便拍拍肚皮，心满意足地回府。 拥有宁夏C牌的吴忠，或许是西北最会享受早晨的C位。它用一顿丰盛的早茶告诉你：这里的人不赶路，他们赶饭。 一顿早茶，硬控一整天 通常来说，普通拉面馆里最豪华的三件套，莫过于一碗面加肉和蛋，统称"肉蛋双飞"。但吴忠的拉面馆是少数的例外。论排场，恐怕更接近星级酒店的自 助餐。 这不是广东虾饺配普洱的慢热组合，也不是扬州绿茶加包子的精致范儿，而是西北独有的"高能开局"。牛羊肉混搭，糖糕油香组队，桌边"碳水"堆出快乐 高原，再来一碗热气腾腾的拉面收尾。从早晨到中午，吴忠人的一顿早饭，可能还没结束。 吴忠市坐落于黄河之滨，距离宁夏省会银川约100公里，高铁半小时可到。走进这小城的拉面馆，最抢眼的不是装修，而是食物的排面。一排玻璃柜摆着 组合丰富的凉菜、现切的牛肉、形状各异的面点，花样多到让碳水脑袋和选择困难症患者，直接呆在原地。 吴忠早茶，每样都想尝尝。（图/b站@阿星探店） 吴忠人喝早茶习惯"先喝茶吃面点，最后吃拉面"。刚入座 ...

康师傅以食为媒，在向世界传递中国传统文化的同时，也在彰显着自身的品牌影响力。而影响力不断增 强的背后，是康师傅的"用心"。 其实，从康师傅各产品的生产甚至上游的原材料种植环节都不难看出康师傅的这种"用心"。据了解，在 新疆喀什，康师傅突破跨区域种植技术极限，为当地引进蔬菜新品种莲花白，带领农户走上绿色致富新 路；通过深度发掘"家乡味道"，康师傅目前已打造出超过300种口味、70多个品牌，累计800余款方便面 产品，实现了对各地饮食文化的兼容与传承，向全球人民展现了丰富多元的中国风味。 与此同时，康师傅还为在场嘉宾带来了特殊的"黑科技"纪念品，本次上合组织国家媒体合作论坛为外国 媒体提供的书包均由康师傅饮料瓶循环再生。 5月23日，2025上合组织国家媒体合作论坛在新疆乌鲁木齐启幕。本次论坛以"共建美好家园 共创繁荣 未来"为主题，汇聚了来自26个成员国、观察员国和对话伙伴的300余位媒体代表、专家学者、有关部门 代表及企业负责人，共探媒体发展路径，擘画区域发展蓝图。 值得一提的是，在本次活动中，康师傅携旗下多款产品助阵，其以产品为媒，让国际友人们感受到了地 道的"中国味道"，彰显独属民族企业的品质魅力。譬如在 ...

近日，白象旗下"多半桶桶装方便面"和今麦郎旗下"1桶半桶装方便面"均打着1.5倍分量的商标售卖。但 其产品无论是按照内含的面饼标注克数算，还是按照加上调料包的总重量算，都未能达到相较于经典产 品1.5倍的重量。 其中，今麦郎"一桶半"产品外包装上的宣传语为："不是两桶买不起，而是1桶半更有性价比：与今麦郎 弹面小桶产品对比。"而实际上，今麦郎"弹面小桶产品"面饼为85克，按照"1.5 倍小桶重量"计算，其一 桶半的克数应该为127.5 克，而今麦郎的"1桶半"面饼实际重量却为110克。 同样的，白象"多半桶"方便面虽没有在外包装上标注对比产品，但与其销售的经典版"香辣牛肉面"内85 克重面饼对比，110克重的面饼也没能真正做到"多半桶"。 图源：淘宝 在定价方面，白象旗下加量产品的价格却要远高于经典版本。比如，按照整箱12桶的价格来算，白 象"多半桶"红烧牛肉面折合6.66元/桶；而经典版本的红烧牛肉面折合单桶2.83元/桶，加量版比经典版价 格高了一倍有余。 21世纪经济报道记者 刘婧汐 广州报道 "牛肉面里没牛肉，老婆饼里没老婆。" 这并不是用来调侃的网络梗，而是消费者对于品牌方营销手段和文字游戏的不满。 ...

这是新消费智库第 2 6 4 4 期文章 新消费导读 1. Pitaya 推出新的漩涡冰沙碗 2. 简爱推出酸奶冻冻乐 3. 勃肯发布 FLORIDA 春夏新品系列 4. 雀巢联名洪都大拇指 5. 网红蛋糕慕叁山成立一年开 800 店 6. 泡泡玛特首家臻藏店落地成都 7. 小罐茶进军快消饮品领域 8. 帷幄获得 6000 万美元融资 9. 时尚眼镜品牌 Bloobloom 获 300 万英镑融资 10. 茶星人完成近 5000 万天使轮融资 11. 快驴科技递交招股书 12. 炎亭渔夫 上新 散称芝士味爆浆鳕鱼肠 13. 中国美瞳品牌 LEMONADE 柠檬岛出海韩国 . . . . . . 一周新品 1. Pitaya 推出新的漩涡冰沙碗 冷冻水果公司 Pitaya 推出了一个新的生产线漩涡思慕雪碗，这些即食碗旨在复制冰沙店风格的零食，使用分层的有机超级水果，以单份冷冻 形式提供。 （ 食安时代 ） 2. 简爱推出酸奶冻冻乐 图片来源：腾讯公共图库 近日， 简爱推出新品：酸奶冻冻乐，有原味和芒果百香果味两种口味。新品采用无激素养殖牧场奶源，生牛乳含量 ≥ 80% ，其中芒果百香 果味酸奶冻冻乐添加有芒果百 ...

Core Viewpoint - The integration of aerospace technology into the food industry, exemplified by the collaboration between Kang Shifu and China's space exploration efforts, signifies a shift towards higher quality and innovative production methods in the Chinese food sector [1][3][29]. Group 1: Aerospace Technology Application - Kang Shifu has incorporated aerospace patented temperature control technology into its instant noodle production, enhancing product consistency regardless of external weather conditions [6][9]. - The company has achieved the "World's Excellent Aerospace Patent Instant Noodle" certification, showcasing its commitment to quality and innovation [3][9]. - The introduction of limited edition aerospace-themed packaging and products reflects a strategic marketing approach aimed at appealing to younger consumers [3][20]. Group 2: Product Innovation - Kang Shifu's product innovations include the use of FD freeze-drying technology in its beef noodle soup, preserving nutritional value and flavor [5][9]. - The "Fresh Q Noodle," launched in 2024, utilizes a "0-oil frying" patented technology, achieving significant sales success shortly after its release [8][9]. - The company emphasizes rigorous food safety controls, conducting over 3.5 million tests annually across more than 1,500 indicators to ensure product quality [4][9]. Group 3: Digital Transformation - Kang Shifu is implementing a digital transformation across its supply chain, utilizing AI and automated agriculture to enhance efficiency and product quality [11][16]. - The establishment of environmentally friendly vegetable bases ensures the safety and quality of raw materials, supporting the company's commitment to sustainability [11][19]. - A digital MRP system has been developed for rapid response to food safety risks, integrating traceability and logistics management [17][22]. Group 4: Industry Leadership and Future Trends - Kang Shifu's strategic focus on technology and efficiency positions it as a leader in the food industry, driving quality upgrades and industry evolution [25][28]. - The company's practices illustrate a broader trend in the food sector towards integrating advanced technology and digital solutions to meet consumer demands for safety and quality [22][29]. - As more companies adopt "new quality productivity," the Chinese food industry is poised to ascend the global value chain [29].